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Moors & Cabot’s Nuveen S&P 500 Dynamic Overwrite Fund SPXX Stock Holding History

Moors & Cabot’s Portfolio SPXX Stock Details SPXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.2M Buy
74,395
+64,264
+634% +$1.13M 0.05% 330
2025
Q4 		$183K Buy
+10,131
New +$178K 0.01% 858

Other funds holding SPXX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Moors & Cabot's SPXX Position: Q1 2026 in Review

Moors & Cabot increased its Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) stake by 634% in Q1 2026, buying an estimated $1.13M and bringing the position to 74,395 shares worth $1.2M. The position accounts for 0.05% of the portfolio, ranked #330.

Moors & Cabot first reported a position in SPXX in Q4 2025 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold SPXX as of Q1 2026.

  • Moors & Cabot held 74,395 shares of Nuveen S&P 500 Dynamic Overwrite Fund worth $1.2M as of Q1 2026.
  • Moors & Cabot bought 64,264 Nuveen S&P 500 Dynamic Overwrite Fund shares in Q1 2026, an estimated $1.13M.
  • Nuveen S&P 500 Dynamic Overwrite Fund made up 0.05% of Moors & Cabot's portfolio in Q1 2026, its #330 holding.
  • Moors & Cabot first reported a position in Nuveen S&P 500 Dynamic Overwrite Fund in Q4 2025 and has held it in 2 quarters since.
  • 227 funds tracked by Wall St. Rank held Nuveen S&P 500 Dynamic Overwrite Fund as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.